BUY
They report Wednesday. He expects a new slate of toys from the CEO, a turnaround wiz.
BUY
They report Wednesday which he expects to be good. He wants to hear of the partnership with Molson Coors to make a hard seltzer, which should trigger the next big spike in shares.
DON'T BUY
They report Thursday. There's nothing here he would pay up for.
DON'T BUY
They report Thursday. He expects great numbers, but expects no one to care. It was once one of the priciest stocks, then led the way down when tech stocks recently fell out of favour.
COMMENT
A cloud stock that peaked exactly a year ago. Nothing much to write about it until they bought a company last October, then a powerful activist opposed the deal. He wants to hear an update about this.
WATCH
They report Friday. There's lots of good buzz about a potential turnaround. Wait to hear some news Friday.
DON'T BUY
It won't be the next Tesla, just an unsexy truck-maker. Look at GM.
BUY
They are doing better work than ever. A superior buy.
DON'T BUY
The space is too tough, too competitive.
BUY
Shares jumped 13% after its report. Some good things in that report, starting with their cloud business, growing fast. You should buy and buy it through a fractional broker. However, shares have returned to levels 2.5 weeks ago, a sign of a manic-depressive stock market.
WATCH
FB needs billions to develop the metaverse, which he's excited about. But if you use an Apple device, FB can't track your online behaviour anywhere which hurts their advertising business. That said, don't give up on FB at these levels. He doesn't want to bet against CEO Zuckerberg, but he is falling behind. Give it a few quarters to see if there's anything worth saving here. Don't buy it down here yet.
BUY
A great industrial stock doing a great job in a tough environment. The stock has been crushed, because Boeing is their supplier. HON said they will have excellent organic growth in 2022. Will the CEO pick up a company to turn the narrative around?
BUY
Has long liked this steelmaker. They report Friday, which he expects to be decent based on a cleaned-up balance sheet and strong management.
BUY
Likes it. They got a lot of money from BinoxNOX, but they get no credit from it, so they need to deploy that money somehow. Meanwhile, their glucose monitor is selling very well--that's the reason to own it.
BUY
It's all right. Pays a 3% yield. They'll have a good quarter. Some feel that we've bought all the computing equipment we need to work from home, but that's wrong. He's puzzled why shares are below $100. Should be higher. Good balance sheet and great supply chain.